If you are like most small business owners, 80% of your net worth is tied directly to your business. In addition to tax-efficient saving and investing, maximizing the sellable value of your company is vital to realizing your financial goals.
We know how it is, we’re business owners as well, and we’re passionate about helping identify and overcome challenges to help you lead a high quality of life as a business owner, not just in retirement. Think of us as a Certified Financial Planner ® AND a business coach. We’ll give you the financial confidence and local resources to:
Create opportunity for new employees so you can take back your time
Delegate roles that take away from your essential value
Discover external partners in banking, insurance, accounting, legal, payroll, and digital marketing.
Design employee benefits programs to help you retain your talent
With our goal of total client focus, we can work through and implement on some or all the following areas:
401k Design or Takeover with Profit Sharing and Cash Balance
Life insurance Cross Purchase, Buy/Sell
Business transition planning
Retirement planning
Trust and estate planning
Memphis Planning and Wealth has a history of helping small businesses grow with foresight and intention so they can focus on what matters most. Trust in us as we help create financial confidence while building a legacy you can be proud of!
Each advisor owns their own book of business, and only works for their clients.
We all have different specialties and we’re here to help each other provide great advice.
Cutting out the middle management and CEO allows us to reduce fees and keep more money in our clients’ plans.
We don’t forsake our relationships to chase the next one, and we don’t harass your network for referrals.
Every advisor believes clients deserve holistic advice and concierge-level financial consulting service.
We invest in our relationships with powerful tools that organize and motivate, giving clients total ownership of their plan.
Our network is reputation-based. We do not give or receive compensation from Accountants, Attorneys, or Bankers.
Open architecture enables our financial advisors to provide our relationships with an appropriate fit at competitive prices.
Each advisor owns their own book of business, and only works for their clients.
Cutting out the middle management and CEO allows us to reduce fees and keep more money in our clients’ plans.
Every advisor believes clients deserve holistic advice and concierge-level financial consulting service.
Our network is reputation-based. We do not give or receive compensation from Accountants, Attorneys, or Bankers.
We all have different specialties and we’re here to help each other provide great advice.
We don’t forsake our relationships to chase the next one, and we don’t harass your network for referrals.
We invest in our relationships with powerful tools that organize and motivate, giving clients total ownership of their plan.
Open architecture enables our financial advisors to provide our relationships with an appropriate fit at competitive prices.
Securities offered through LPL Financial, member FINRA / SIPC. Investment advice offered through Private Advisor Group, a Registered Investment Advisor. Private Advisor Group and Memphis Planning and Wealth are separate entities from LPL Financial.
Jeff Grimm offers securities and advisory services through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
